CAG
IYF icon

Csenge Advisory Group’s iShares US Financials ETF IYF Stock Holding History

Csenge Advisory Group’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$907K Buy
7,116
+627
+10% +$77.8K 0.04% 341
2026
Q1 		$764K Sell
6,489
-294
-4% -$36.5K 0.03% 351
2025
Q4 		$874K Buy
6,783
+320
+5% +$40K 0.04% 331
2025
Q3 		$818K Buy
6,463
+158
+3% +$19.5K 0.04% 333
2025
Q2 		$732K Buy
6,305
+144
+2% +$16.2K 0.04% 334
2025
Q1 		$650K Buy
6,161
+377
+7% +$43.2K 0.04% 338
2024
Q4 		$640K Buy
5,784
+2,512
+77% +$280K 0.03% 367
2024
Q3 		$350K Buy
3,272
+10
+0.3% +$1K 0.02% 522
2024
Q2 		$309K Buy
3,262
+8
+0.2% +$749 0.02% 520
2024
Q1 		$311K Sell
3,254
-72
-2% -$6.41K 0.02% 535
2023
Q4 		$284K Buy
3,326
+127
+4% +$9.9K 0.02% 535
2023
Q3 		$239K Sell
3,199
-336
-10% -$25.9K 0.02% 542
2023
Q2 		$264K Buy
3,535
+211
+6% +$15.2K 0.02% 529
2023
Q1 		$236K Sell
3,324
-50
-1% -$3.85K 0.02% 511
2022
Q4 		$255K Sell
3,374
-153
-4% -$11.5K 0.02% 508
2022
Q3 		$238K Sell
3,527
-185
-5% -$13.6K 0.02% 521
2022
Q2 		$260K Sell
3,712
-10,875
-75% -$829K 0.02% 483
2022
Q1 		$1.23M Sell
14,587
-8,042
-36% -$693K 0.1% 183
2021
Q4 		$1.85M Sell
22,629
-294
-1% -$25.6K 0.16% 111
2021
Q3 		$1.92M Buy
22,923
+294
+1% +$24.4K 0.16% 110
2021
Q2 		$1.85M Buy
22,629
+19,551
+635% +$1.57M 0.16% 111
2021
Q1 		$238K Sell
3,078
-420
-12% -$29.9K 0.02% 442
2020
Q4 		$234K Sell
3,498
-206
-6% -$12.7K 0.03% 383
2020
Q3 		$215K Sell
3,704
-5,570
-60% -$320K 0.03% 370
2020
Q2 		$511K Buy
+9,274
New +$495K 0.07% 187
2018
Q4 		– Sell
-220
Closed -$12K – 828
2018
Q3 		$12K Buy
+220
New +$13.5K ﹤0.01% 475

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Csenge Advisory Group's IYF Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares US Financials ETF (IYF) stake by 9.7% in Q2 2026, buying an estimated $77.8K and bringing the position to 7,116 shares worth $907K. The position accounts for 0.04% of the portfolio, ranked #341.

Csenge Advisory Group first reported a position in IYF in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.92M in Q3 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Csenge Advisory Group held 7,116 shares of iShares US Financials ETF worth $907K as of Q2 2026.
  • Csenge Advisory Group bought 627 iShares US Financials ETF shares in Q2 2026, an estimated $77.8K.
  • iShares US Financials ETF made up 0.04% of Csenge Advisory Group's portfolio in Q2 2026, its #341 holding.
  • Csenge Advisory Group first reported a position in iShares US Financials ETF in Q3 2018 and has held it in 26 quarters since.
  • Csenge Advisory Group's iShares US Financials ETF position peaked at $1.92M in Q3 2021.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.